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EDF

Virtus Stone Harbor Emerging Markets Income Fund

33 hedge funds and large institutions have $13.1M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

6% more funds holding

Funds holding: 3133 (+2)

4.19% more ownership

Funds ownership: 10.94%15.13% (+4.2%)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

18% less capital invested

Capital invested by funds: $16M → $13.1M (-$2.91M)

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.07M -$2.69M -553,952 -41%
JWCA
2
J.W. Cole Advisors
Florida
$1.89M +$42.4K +8,724 +2%
LPL Financial
3
LPL Financial
California
$1.31M -$66.6K -13,702 -5%
KAS
4
Kestra Advisory Services
Texas
$1.08M +$234K +48,180 +29%
WS
5
Wedbush Securities
California
$1.05M -$98.3K -20,214 -9%
NA
6
NewEdge Advisors
Louisiana
$774K -$176K -36,203 -19%
MC
7
Moors & Cabot
Massachusetts
$542K -$1.58K -325 -0.3%
DAS
8
Dynamic Advisor Solutions
Arizona
$475K +$2.36K +486 +0.5%
Raymond James Financial
9
Raymond James Financial
Florida
$406K +$21.3K +4,375 +6%
JSW
10
Journey Strategic Wealth
New Jersey
$126K +$29.2K +6,000 +32%
MWM
11
Melfa Wealth Management
Massachusetts
$109K
UBS Group
12
UBS Group
Switzerland
$109K -$2.48K -511 -2%
KPWS
13
Kestra Private Wealth Services
Texas
$95.9K -$14.6K -3,005 -14%
NW
14
Naviter Wealth
Arkansas
$94K
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$92.6K +$89.2K +18,345 New
IFG
16
Independent Financial Group
California
$90.4K
CFD
17
Creative Financial Designs
Indiana
$88.3K +$442 +91 +0.5%
SFA
18
Sequoia Financial Advisors
Ohio
$82.5K
Jane Street
19
Jane Street
New York
$80.4K +$77.4K +15,921 New
Stifel Financial
20
Stifel Financial
Missouri
$79.7K +$2.68K +552 +4%
CA
21
CoreCap Advisors
Michigan
$75.4K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$75K -$156 -32 -0.2%
MAG
23
M3 Advisory Group
Massachusetts
$71.7K +$2.54K +523 +4%
AAS
24
Ameritas Advisory Services
Nebraska
$58K -$5.23K -1,076 -9%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$51.7K -$17.9K -3,681 -26%

EDF Hedge Fund Activity: Q2 2025 in Review

33 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q2 2025, worth a combined $13.1M — down 18% from $16M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EDF positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 11 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $234K. The largest seller was Morgan Stanley, cutting an estimated $2.69M.

  • 33 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q2 2025, up from 31 in Q1 2025.
  • Funds reported $13.1M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q2 2025, down 18% quarter-over-quarter.
  • 5 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q2 2025 and 3 closed out, a net change of +2 holders.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q2 2025 was Kestra Advisory Services, an estimated $234K added.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q2 2025 was Morgan Stanley, an estimated $2.69M sold.

Based on aggregated 13F filings for Q2 2025.